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CLBFX vs SIBAX
CLBFX vs SIBAX Comparison
Open Charts CLBFX vs SIBAX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
CLBFX vs SIBAX Comparison Chart
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CLBFX vs. SIBAX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBFX is a Hold and SIBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 235B vs. SIBAX (64.5M). CLBFX pays higher dividends than SIBAX: CLBFX (2.14) vs SIBAX (1.52). CLBFX was incepted earlier than SIBAX: CLBFX (23 years) vs SIBAX (31 years). SIBAX (1.11) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. SIBAX (33.30). CLBFX has a lower initial minimum investment than SIBAX: CLBFX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 6.30 vs. CLBFX (1.49). SIBAX return over 5 years is better than : 62.94 vs. CLBFX (49.30).
| CLBFX | SIBAX | CLBFX / SIBAX | |
| Total Expense Ratio | 0.68 | 0.91 | 75% |
| Annual Report Gross Expense Ratio | 0.68 | 1.11 | 61% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | -2.116 | -3.803 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 64.5M | 364,341% |
| Annual Yield % from dividends | 2.14 | 1.52 | 141% |
| Returns for 1 year | 1.49 | 6.30 | 24% |
| Returns for 3 years | 10.84 | 13.82 | 78% |
| Returns for 5 years | 49.30 | 62.94 | 78% |
| Returns for 10 years | 62.85 | 78.08 | 80% |
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